Habitat for Humanity Central Arizona 401(k) match, vesting and fees
What Habitat for Humanity Central Arizona's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Pinnacle Plan Design LLC | Schedule C ↗ |
| Independent auditor | Cliftonlarsenallen LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2025 medians for 1,392 defined-contribution plans in construction with 100 to 499 participants.
| Habitat for Humanity Central Arizona: employer contribution per participant | $926 | |
| Peer median | $2,501 |
| Habitat for Humanity Central Arizona: average balance | $27,569 | |
| Peer median | $71,471 |
| Habitat for Humanity Central Arizona: admin expenses ÷ assets | 1.29% | |
| Peer median | 0.39% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $4.6M at the end of plan year 2021 to $5.6M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 205 | $5.6M | $189K | $926 | 1.29% | Not published | Form 5500 ↗ |
| 2024 | 223 | $6.1M | $191K | $916 | 1.25% | Not published | Form 5500 ↗ |
| 2023 | 190 | $5.1M | $173K | $911 | 1.28% | Not published | Form 5500 ↗ |
| 2022 | 188 | $4M | $172K | $942 | 1.15% | Not published | Form 5500 ↗ |
| 2021 | 158 | $4.6M | $146K | $925 | 1.18% | Not published | Form 5500 ↗ |
Common questions
Does Habitat for Humanity Central Arizona match 401(k) contributions?
The match terms for the Employee Benefit Plan Habitat for Humanity Central Arizona have not been published from its filing yet. The plan year 2025 filing reports $189K in employer contributions, about $926 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Habitat for Humanity Central Arizona 401(k) match vested?
The vesting schedule for the Employee Benefit Plan Habitat for Humanity Central Arizona is not in the data published so far. Your Summary Plan Description states it.
Who manages the Habitat for Humanity Central Arizona 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Pinnacle Plan Design LLC. The plan administrator is Habitat for Humanity Central Arizona.
I left Habitat for Humanity Central Arizona. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Habitat for Humanity Central Arizona, (602) 268-9022) or the recordkeeper, Pinnacle Plan Design LLC. The Habitat for Humanity Central Arizona old 401(k) page lists the contacts from every plan filing. Find an old Habitat for Humanity Central Arizona 401(k)
Data from the public Form 5500 annual reports Habitat for Humanity Central Arizona filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Habitat for Humanity Central Arizona. Not financial advice. Report a correction · Methodology